Difference between revisions of "Courses and Qualifications Report"

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You can filter the reporting output by:
 
You can filter the reporting output by:
  
* '''Start Date''' and '''End Date''' - note that this date range filter refers '''only''' to the date that a course/qualification was obtained, i.e. the start date. The date of expiry of [[Courses]] and [[Qualifications]] is not included in this date filter.
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* '''Start Date''' and '''End Date''' - note that this date range filter refers '''only''' to the date that a course/qualification was obtained, i.e. the start date. The date of expiry of Courses and Qualifications is not included in this date filter.
* '''Type?''' - choose from [[Courses]] or [[Qualifications]] as appropriate
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* '''Type?''' - choose from Courses or Qualifications as appropriate
 
* '''Expiry Status''' - choose from "All Records", "Expired" or "Current" - this is worked out by whether the date of expiry is before or after today (Courses and Qualifications that expire ''today'' are regarded as current)
 
* '''Expiry Status''' - choose from "All Records", "Expired" or "Current" - this is worked out by whether the date of expiry is before or after today (Courses and Qualifications that expire ''today'' are regarded as current)
 
* '''Course''', or a range of courses
 
* '''Course''', or a range of courses

Revision as of 13:57, 12 June 2017

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Location in standard build: Reports Tab > "General" section > Courses & Qualifications

File:Cl CAQR 1.png


The Courses & Qualifications Report is a report which takes data from the Courses and Qualifications features. It is usually used to show which people completed a particular course, or held a particular qualification, over a time frame.

File:Cl CAQR 2.png


Filters

You can filter the reporting output by:

  • Start Date and End Date - note that this date range filter refers only to the date that a course/qualification was obtained, i.e. the start date. The date of expiry of Courses and Qualifications is not included in this date filter.
  • Type? - choose from Courses or Qualifications as appropriate
  • Expiry Status - choose from "All Records", "Expired" or "Current" - this is worked out by whether the date of expiry is before or after today (Courses and Qualifications that expire today are regarded as current)
  • Course, or a range of courses
  • Qualification, or a range of qualifications

Output formats

The output can be ordered by:

  • Name (of the person holding the courses/qualifications)
  • Name of course/qualification
  • Date of course/qualification


Data Sources

This report takes data from information entered in the Courses and Qualifications sections at the bottom of organisation/people Details screens.

The drop-down list which gives users the options to enter in these sections is Courses and Qualifications.


Rob Kay - manual author (talk) 14:46, 12 June 2017 (BST)

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